Washington Trust Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Hold |
1,300
| – | – | 0.01% | 241 |
|
|
2025
Q1 | $122K | Hold |
1,300
| – | – | 0.01% | 235 |
|
|
2024
Q4 | $115K | Hold |
1,300
| – | – | 0.01% | 245 |
|
|
2024
Q3 | $119K | Hold |
1,300
| – | – | 0.01% | 249 |
|
|
2024
Q2 | $109K | Hold |
1,300
| – | – | 0.01% | 243 |
|
|
2024
Q1 | $109K | Hold |
1,300
| – | – | 0.01% | 245 |
|
|
2023
Q4 | $101K | Hold |
1,300
| – | – | 0.01% | 242 |
|
|
2023
Q3 | $94.1K | Hold |
1,300
| – | – | 0.01% | 244 |
|
|
2023
Q2 | $96.6K | Hold |
1,300
| – | – | 0.01% | 239 |
|
|
2023
Q1 | $94.6K | Hold |
1,300
| – | – | 0.01% | 251 |
|
|
2022
Q4 | $93.7K | Hold |
1,300
| – | – | 0.01% | 259 |
|
|
2022
Q3 | $86K | Hold |
1,300
| – | – | 0.01% | 305 |
|
|
2022
Q2 | $91K | Hold |
1,300
| – | – | 0.01% | 311 |
|
|
2022
Q1 | $101K | Hold |
1,300
| – | – | 0.01% | 333 |
|
|
2021
Q4 | $105K | Buy |
+1,300
| New | +$105K | 0.01% | 355 |
|